News Pathfinder in the News

National Credit Education Month each March was designed as a month-long stretch every year where Americans are encouraged to prioritize their finances, particularly around credit; whether that be paying off debt, getting finances more organized, or simply gaining a deeper understanding of credit and debt. In keeping with that spirit, your Pathfinder team thought it would be prudent to provide insight into some best practices to avoid debt.

While the allure of executive compensation packages is evident, the true value lies in the strategic planning that can unlock their full potential. Let’s explore how to identify the critical components and why consulting with a professional wealth advisor can make all the difference.

If you’ve decided to change jobs, congratulations! This is an exciting step forward in your career. But do you know what to do with a 401(k) after leaving a job?  While not a certainty, the possibility of changing jobs at least once during a career has significantly grown over time. According to the Bureau of Labor Statistics, in 2024, the median number of years that wage and salary workers stayed at one job was 3.9 years, down from 4.1 years in 2022. Whatever the reason, people are spending less time than ever at one employer, which means there are more decisions to be made about what to do your retirement savings when you leave your job.

If you live in North Carolina and need help preparing your taxes, you’ve come to the right place. Tax filing season can be stressful, and professional tax preparation can be expensive. The good news is, there are a variety of free tax prep resources in North Carolina to help you file your taxes.

Financial scams are an ever-present threat, and the scammers are only getting more skilled, evolving their tactics to take advantage of even more unsuspecting victims.

In our article, “What You Need to Know About the Social Security Fairness Act,” we discuss an overview of the changes, which could impact retirement benefits for government employees, teachers, police officers, firefighters, and certain nonprofit workers.

Retirement planning centers on one crucial aspect: determining a safe withdrawal rate (SWR) from your retirement savings to ensure it lasts as long as needed.

There are many considerations when designing an estate plan that would meet your legacy goals and provide peace of mind to you and your family. In this article we share an estate planning checklist that covers the basics for everyone, as well as a downloadable PDF resource you can print.